Vise Technologies’s NewMarket NEU Stock Holding History

Vise Technologies’s Portfolio NEU Stock Details NEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-619	Closed	-$282K	–	362
2023 Q3	$282K	Buy	+619	New	+$279K	0.07%	254

Other funds holding NEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vise Technologies's NEU Position: Q4 2023 in Review

Vise Technologies sold out of NewMarket (NEU) in Q4 2023, closing a stake of 619 shares — an estimated $282K sold.

Vise Technologies first reported a position in NEU in Q3 2023 and held it in 1 quarter. The position peaked at $282K in Q3 2023. 307 funds tracked by Wall St. Rank hold NEU as of Q4 2023.

Vise Technologies reported no remaining NewMarket position as of Q4 2023 after selling out during the quarter.
Vise Technologies sold 619 NewMarket shares in Q4 2023, an estimated $282K.
Vise Technologies first reported a position in NewMarket in Q3 2023 and held it in 1 quarter.
Vise Technologies's NewMarket position peaked at $282K in Q3 2023.
307 funds tracked by Wall St. Rank held NewMarket as of Q4 2023.

Based on Vise Technologies's 13F filing for Q4 2023, filed 8 Feb 2024.